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M Holdings Securities’s Stanley Black & Decker SWK Stock Holding History

M Holdings Securities’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,407
Closed -$1.55M – 322
2019
Q1 		$1.55M Buy
+11,407
New +$1.49M 0.36% 74

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

M Holdings Securities's SWK Position: Q2 2019 in Review

M Holdings Securities sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 11,407 shares — an estimated $1.55M sold.

M Holdings Securities first reported a position in SWK in Q1 2019 and held it in 1 quarter. The position peaked at $1.55M in Q1 2019. 730 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

  • M Holdings Securities reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
  • M Holdings Securities sold 11,407 Stanley Black & Decker shares in Q2 2019, an estimated $1.55M.
  • M Holdings Securities first reported a position in Stanley Black & Decker in Q1 2019 and held it in 1 quarter.
  • M Holdings Securities's Stanley Black & Decker position peaked at $1.55M in Q1 2019.
  • 730 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on M Holdings Securities's 13F filing for Q2 2019, filed 16 Aug 2019.